Berkshire Asset Management’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-68,342
| Closed | -$1.2M | – | 172 |
|
|
2020
Q2 | $1.2M | Hold |
68,342
| – | – | 0.11% | 81 |
|
|
2020
Q1 | $1.12M | Hold |
68,342
| – | – | 0.12% | 97 |
|
|
2019
Q4 | $1.57M | Hold |
68,342
| – | – | 0.13% | 82 |
|
|
2019
Q3 | $1.61M | Hold |
68,342
| – | – | 0.14% | 86 |
|
|
2019
Q2 | $1.52M | Hold |
68,342
| – | – | 0.13% | 90 |
|
|
2019
Q1 | $1.52M | Sell |
68,342
-1,640
| -2% | -$36.4K | 0.13% | 91 |
|
|
2018
Q4 | $1.35M | Sell |
69,982
-2,202
| -3% | -$42.4K | 0.13% | 92 |
|
|
2018
Q3 | $1.51M | Buy |
72,184
+1,478
| +2% | +$30.8K | 0.13% | 94 |
|
|
2018
Q2 | $1.48M | Sell |
70,706
-24,782
| -26% | -$518K | 0.14% | 89 |
|
|
2018
Q1 | $1.83M | Hold |
95,488
| – | – | 0.18% | 80 |
|
|
2017
Q4 | $1.99M | Hold |
95,488
| – | – | 0.19% | 79 |
|
|
2017
Q3 | $1.96M | Hold |
95,488
| – | – | 0.22% | 72 |
|
|
2017
Q2 | $1.97M | Hold |
95,488
| – | – | 0.22% | 73 |
|
|
2017
Q1 | $1.95M | Buy |
+95,488
| New | +$1.95M | 0.23% | 72 |
|